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Sherry Boulay

Sherry K. Boulay, CFP®
Managing Director Wealth Advisor Truist Bank

303 Peachtree Center Ave NE

31st Floor,

Atlanta, GA 30303-1206

Sherry.Boulay@Truist.com

Phone 404-813-2162

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About me

Background

Sherry Boulay is a Wealth Advisor with Truist Bank, offering business owners, executives, and other clients more than 20 years of comprehensive financial planning experience. 

She is a CERTIFIED FINANCIAL PLANNER™ professional and focuses on advising clients on developing and implementing investment strategies to help them address their immediate and future goals. Sherry follows a disciplined process of assessing a client’s financial situation, risk management, retirement planning, estate planning, and other critical financial strategies. Due to her extensive commercial background, she’s also partnered with Truist’s commercial line of business to assist business owners with their unique planning needs.

Before joining Truist, she was a business broker for six years with Thomas-Pierce & Co., negotiating sales and purchase transactions for clients.

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc. 
Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Science in Finance
Florida State University 1992 1996

Personal Interests

A native of Tavares, Florida, Sherry earned a bachelor’s in finance from Florida State University. She served on the board of the Children’s Home, Inc., in Tampa for nine years and is a member of the SunTrust Women’s Leadership Council. In her spare time, she enjoys various outdoor activities. She and her husband, Brent, have a daughter and son.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

Accomplishments

Top 100 Women Advisors*
Barron's 2023
*Barron’s rankings are based on assets under management, revenues generated by advisors for their firms, and the quality of the advisor’s practices. The award was presented for the years shown above and is based on the aforementioned criteria through the calendar year preceding the award date.

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